Training Specialist jobs in United States
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Finastra · 14 hours ago

Training Specialist

Finastra is a dynamic global provider of open finance software solutions, dedicated to expanding access to financial services. The Trainer/Business Consultant will conduct client training and consulting engagements for the Lending Services product suite, ensuring clients maximize the value of the solutions in their operational environments.

Financial ServicesFinTechInformation Technology

Responsibilities

Conduct engaging and effective training sessions for clients on Lending Services products, covering:System configuration and administrative setupEnd-user workflows and functionality
Collaborate closely with clients to understand their business needs and tailor training accordingly
Provide consultative support to help clients optimize product usage and integrate solutions into their existing processes
Develop and maintain training materials, user guides, and documentation
Assist in onboarding new clients and support change management initiatives
Serve as a subject matter expert on Lending Services products and stay current on product updates and industry trends
Gather client feedback and relay insights to internal teams for continuous product and service improvement

Qualification

Training experienceLending operations knowledgeSoftware configurationMicrosoft Office SuiteCommunication skills

Required

Proven experience in training, consulting, or implementation within financial services or lending environments
Strong understanding of lending operations, workflows, and compliance requirements
Excellent communication and presentation skills, with the ability to translate technical concepts into practical applications
Ability to build rapport and trust with clients and internal stakeholders
Experience with software configuration and user support
Proficiency in Microsoft Office Suite; familiarity with CRM or LMS platforms is a plus
Willingness to travel as needed for client engagements

Benefits

Flexibility: Enjoy unlimited vacation, based on your location and business priorities. Hybrid working arrangements, and inclusive policies such as paid time off for voting, bereavement, and sick leave.
Well-being: Access Confidential one-on-one therapy through our Employee Assistance Program, find support from our network of Wellbeing Champions and Gather Groups, and a calendar of monthly events and initiatives designed to help you thrive - Inside and Outside of work.
Medical, life & disability insurance, retirement plan, lifestyle and other benefits•
ESG: Benefit from paid time off for volunteering and donation matching.
DEI: Participate in multiple DE&I groups for open involvement (e.g., Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, Women@Finastra).
Career Development: Access online learning and accredited courses through our Skills & Career Navigator tool.
Recognition: Be part of our global recognition program, Finastra Celebrates, and contribute to regular employee surveys to help shape Finastra and foster a culture where everyone is engaged and empowered to perform at their best.
Specific benefits may vary by location.

Company

Finastra

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Finastra provides the broadest portfolio of financial services software.

Funding

Current Stage
Late Stage
Total Funding
$5.3B
Key Investors
BIRD Foundation
2023-08-15Debt Financing· $5.3B
2022-04-04Series Unknown· $0.8M
2021-02-12Grant

Leadership Team

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Mike Stawchansky
EVP, Chief Technology Officer
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Ali Khan
Chief Data Officer
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Company data provided by crunchbase